Learn to navigate the tax implications of families living or moving offshore, covering trusts, property, and business structures.
In recent years, there have been many expats returning to New Zealand. It is also commonplace for younger generations to look offshore for better work opportunities, which may ultimately result in them settling overseas.
The implications on the structures of New Zealanders migrating offshore can be costly if not well managed/planned for. It is critical to understand the tax impact that a move can have and the tax impact of the country they wish to reside in.
For example, any beneficiary of a New Zealand trust living in Australia could have significant tax issues to deal with. As could a New Zealand trust with beneficiaries offshore, in particular Australia. This course will look at the potential risk areas that need to be considered prior to and following departure, and also will look at some of the more common jurisdictions and the implications of these from a New Zealand tax perspective.
Suited to:
Middle to senior accountants or anyone advising clients overseas.
1 activity • 1 videos • duration: 1h 7m
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
Senior Partner, Findex/Crowe
Jarod is a senior partner in the Otago Tax Team for Findex/Crowe and has been a regular presenter for TEO, presenting on a wide range of topics in all areas of tax. Jarod’s background includes working in 'Big 4' firms in Australia and New Zealand in the tax domain, and working as a management accountant for large corporates. Jarod is recognized as an industry leader in the area of foreign investment and regularly assists other accountants/advisors with their clients. He provides commercial, practical advice in all areas of tax.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
